{
  "report_rows": [
    {
      "kpi": "Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$3.70 vs. cons $3.28",
      "confidence": "HIGH"
    },
    {
      "kpi": "U&I Operating Margin (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~8.55% vs. cons 8.23%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Backlog (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$51.0B vs. cons $49.22B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Operating EPS (FY2026)",
      "prediction": "BETTER",
      "answer": "guide ~$14.80-$15.50 (mid $15.15) vs. cons $14.04",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Revenue (FY2026)",
      "prediction": "BETTER",
      "answer": "guide ~$36.0-$36.5B (mid $36.25B) vs. cons $35.02B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Operating EBITDA (FY2026)",
      "prediction": "BETTER",
      "answer": "guide ~$3.80-$3.95B (mid $3.875B) vs. cons $3.597B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Qualitative - Backlog/Transmission (H2 2026)",
      "prediction": "BETTER",
      "answer": "large transmission bookings entering backlog H2; tech/DC growth outlook raised again vs. no prior formal guide",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE - estimate revisions follow FY guide raise but sector sell-the-news dynamic and CEO overhang limit follow-through",
  "day5_confidence": "MEDIUM"
}